Monthly Archives: May 2014

  • Consumer Credit Licences

    For those firms holding an interim Consumer Credit Licence (CCL), you should have received notification during May, when your “window” is to submit a full application. Background to this is... Read more.

  • Consumer Credit Licence Rebates

    You may have already received from FCA  a part refund of the old OFT licence fee.  If not this link   goes to their info on the refund scheme in... Read more.

  • Updated Drawdown and Annuity documents

    Attached are two of our Drawdown Suitability letters and checklist, plus an updated Annuity Letter. These have been amended with the budget changes in mind.